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Mark Allen Parsons

Sax Wealth Advisors, LLC

Vero Beach, FL

Parsippany, NJ

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Current Employers
Sax Wealth Advisors, Llc

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-04
NJ RA APPROVED 2026-04-10
  • FL RA
    APPROVED
    Since 2026-06-04
  • NJ RA
    APPROVED
    Since 2026-04-10

Branch Locations

Vero Beach, FL • United States

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc Vero Beach FL 07/2003 07/2019
Raymond James Financial Services, Inc Vero Beach FL 07/2003 07/2019
Parsons Financial Group, Llc Vero Beach FL 01/2019 03/2026
Sax Wealth Advisors, Llc Parsippany NJ 04/2026 Present
  • 07/2003 → 07/2019
    Raymond James Financial Services, Inc
    Vero Beach, FL
  • 07/2003 → 07/2019
    Raymond James Financial Services, Inc
    Vero Beach, FL
  • 01/2019 → 03/2026
    Parsons Financial Group, Llc
    Vero Beach, FL
  • 04/2026 → Present
    Sax Wealth Advisors, Llc
    Parsippany, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-22
S63 Uniform Securities Agent State Law Examination 1991-10-21
  • S65 Uniform Investment Adviser Law Examination
    1999-06-22
  • S63 Uniform Securities Agent State Law Examination
    1991-10-21
Other Names
  • Mark A Parsons

View on SEC IAPD

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